Back
Web app update
- Improved
- Monise Milanese Branca
- on 2024/07/21
Save Databoard Loops as a Template
Now, you can save a Databoard Loop as a template and reuse it across all client accounts. Simply select the Loop template you need and customize it to fit each client’s needs.
Use it to:
- Onboard new clients faster
- Make your reporting more consistent
- Reduce repetitive work and minimize mistakes
